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Introduction: Documents
Introduction: Documents
Updated over a year ago

You can upload and save two types of Documents to your entities in webCRM.

Specific Documents is directly related to one Organization. A Specific Document could be an offer, a delivery, contracts etc.

Standard Documents is related to your company. These documents could be Terms and Conditions, PDF-brochures or product specifications.

The Documents in webCRM opens up the opportunity to keep control of the documents that's being exchanged between you and your customers. Furthermore Documents allows your Users to have an internal library for documentation, which easily can be forwarded to customers.

You also have the option to create folders to organize your Documents.

webCRM supports the most common document types. The file size is limited to 200MB per file.

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